Our Team
We believe that our firm is our people. Our team members are not simply order-takers…they think before they act and take pride in what they do. They are people who are dedicated to the highest work quality, meticulous attention to detail, continuing education, and an esprit-de-corps attitude. Our team believes in an older, more enduring service mentality that encompasses values such as personal attention, empathy, sincerity, anticipation, discretion, trustworthiness, and follow-through. Unlike the staffs of many other insurance firms, our team focuses most of their time servicing existing clients rather than developing new clients.
Leadership
Beth Lang, CLU
President
David J. Malone, CLU, ChFC
Chairman & CEO
Team Members
Margaret A. Archinaco, CRC
Senior Vice President
Jennifer Abbott
Director of Insurance Design & Analysis
Amy B. Azzarello
Executive Assistant to David J. Malone
Lindsey Bracco
Director of Business Development
Kelly Chermak
Director of Corporate Benefits
Nicole Cosnotti
Client Service Manager
Laurel Kentzel-Kavic
Managerial Accountant / Financial Analyst
Richard I. Lerach, CFP©, AIF©
Director
Jill A. McArdle
Director of Underwriting
Bryan E. McMahon, CSSCS
Compliance Officer /
OSJ Supervisory Principal
Elizabeth Roth
Policy Administrator & Case Designer
Oakes Salancy
Relationship Manager
Kevin Siebert
Associate
Wanda M. Wyborski, CLU
Policy Performance Analyst